See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,059 | $86,929+18.6% | $102,423+0.6% | $80,856+27.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 14.47% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,822 | $2,369-23.1% | $3,023-39.7% | $2,755-33.9% |
| Participant deferral / active EE | $5,087 | $4,118+23.5% | $5,053+0.7% | $4,296+18.4% |
| Admin fee / account holder | $5,051 | $8,049-37.2% | $9,451-46.6% | $6,918-27.0% |